Our Services
Protection & Planning
For Your Retirement
Comprehensive financial services built on 20+ years of accounting expertise — now focused on protecting what you've built.
Service 01
Insurance &
Annuities
Launched in 2025, our insurance practice is specifically focused on one problem: helping retirees 65+ create a guaranteed income floor they can never outlive.
My accounting background means I approach annuity planning differently — with a complete view of how your income protection strategy interacts with your tax situation.
- Guaranteed lifetime income — never outlive your money
- Market-linked growth with zero downside risk
- Free personalized income gap analysis
- Long-term care riders and death benefit options
- Tax-efficient income distribution strategies
- No-pressure illustrations — you decide if and when to proceed
Products We Work With
We work with top-rated carriers to find the solution that genuinely fits your situation.
The EA Advantage
An Enrolled Agent is federally authorized by the IRS — not just state-licensed. Deeper expertise and the ability to represent you before the IRS.
Service 02
Tax &
Accounting
This is where my 20+ years of professional experience lives. As an IRS Enrolled Agent, I've prepared and planned around thousands of tax situations.
For retirees, the strategy around when and how you draw income can be just as important as the income itself.
- Individual and joint tax return preparation
- Small business and self-employment returns
- Retirement income tax planning and efficiency
- IRS representation and audit support
- Estimated tax and quarterly filing management
- Coordinated planning with your income protection strategy
Common Questions
Questions We Hear Often
How much does the free income review cost?
Nothing. The 30-minute review is completely free with zero obligation. You'll walk away with a clear picture regardless of what you decide.
Do I have to put all my savings into an annuity?
Never. We typically recommend converting only what's needed to cover essential expenses. The rest stays liquid and accessible.
What if I already have a financial advisor?
We're not here to replace them. We specialize in guaranteed income protection, which most investment advisors don't focus on.
Are you available on weekends?
Yes — we specifically offer evening and weekend appointments. Retirement planning shouldn't require taking a day off work.
Can you help with both taxes and retirement income?
Yes — and that combination is one of our biggest advantages. Understanding both allows for smarter, coordinated planning.
How long has Elios Insurance Agency been operating?
We launched in 2025, founded by a 20+ year accounting and finance professional. Our insurance practice is new — our financial expertise is not.
Not Sure Which Service
Is Right For You?
Book a free 30-minute call and we'll figure it out together. No pressure, no obligation.
Book My Free Consultation →